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Integrated Advisors Network’s Bank OZK OZK Stock Holding History

Integrated Advisors Network’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Sell
6,516
-1,774
-21% -$86.4K 0.02% 537
2026
Q1 		$380K Buy
8,290
+816
+11% +$38.4K 0.02% 511
2025
Q4 		$344K Sell
7,474
-40,957
-85% -$1.92M 0.02% 559
2025
Q3 		$2.47M Buy
48,431
+42,656
+739% +$2.18M 0.1% 212
2025
Q2 		$272K Sell
5,775
-30,666
-84% -$1.34M 0.01% 645
2025
Q1 		$1.58M Buy
+36,441
New +$1.72M 0.08% 239
2024
Q1 		– Sell
-78,800
Closed -$3.93M – 730
2023
Q4 		$3.93M Buy
+78,800
New +$3.25M 0.22% 125

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Integrated Advisors Network's OZK Position: Q2 2026 in Review

Integrated Advisors Network reduced its Bank OZK (OZK) stake by 21% in Q2 2026, selling an estimated $86.4K and leaving 6,516 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #537.

Integrated Advisors Network first reported a position in OZK in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.93M in Q4 2023. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Integrated Advisors Network held 6,516 shares of Bank OZK worth $339K as of Q2 2026.
  • Integrated Advisors Network sold 1,774 Bank OZK shares in Q2 2026, an estimated $86.4K.
  • Bank OZK made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #537 holding.
  • Integrated Advisors Network first reported a position in Bank OZK in Q4 2023 and has held it in 7 quarters since.
  • Integrated Advisors Network's Bank OZK position peaked at $3.93M in Q4 2023.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.